+382.4%
CRWD vs U
+11.2%
+371.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +2.2% | +4.4% | -2.2% | +1.2% |
| 30D | -7.7% | -1.3% | -6.4% | -7.6% |
| 3M | +28.9% | +49.6% | -20.7% | +17.4% |
| 6M | +91.5% | +100.2% | -8.7% | +63.4% |
| YTD | +77.3% | -3.7% | +81.0% | +72.0% |
| 1Y | +96.3% | -6.5% | +102.8% | +89.7% |
| All | +382.4% | +11.2% | +371.2% | +313.2% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling